Research Model Documents

You can specify criteria to research the existing model documents. A color code indicates whether the item in the results list is checked in and available for check-out (pale yellow), checked out to you (white) or checked out to another user (gray).

  1. To access the Model Document Management page, select Go To > Contract Modeling > Model Document Management.
    • Specify the selection criteria.
    • In the Model Document Name field, it is not necessary to enter the model’s entire name. You can enter a portion of the name, and the system will return all model documents containing that entry. For example, “FBL” would match “2004 FBL,” “2005 FBL,” “FBL test,” and “FBL3.”
  3. For detailed descriptions of each search criteria, refer to the Field Descriptions table below.
  4. Click Refresh View. The results appear.
  5. Optionally, you can perform the following actions:
    • Click a Model Document Name link. The Model Document View/Edit page opens. For more information, refer to Edit a Model Document.
    • Right-click a Model Document Name link, and then click Copy. The Model Document View/Edit page opens and the Model Document is copied. For more information, refer to Edit a Model Document.
    • Click the link in the Execution Status column. The Search for Reports page opens. For more information, refer to Search for Reports.
    • Click Add Model Document. The Model Document Add page opens. For more information, refer to Create a Model Document.

The following table describes the selection criteria on the Model Document Management page.

Field

Description

Check Out Status

Option to filter results based on the date, time and user information of the last check out or update

Check Out/Update Status

Date, time and user information of the last check out or update

Created By

User I.D. of the user who created the model document

Creation Date

Date range in which the model document was created

Executed By

User I.D. of the user who requested the last execution of the model document

Execution Date

Date range in which the model document was last executed

Execution Status

Current execution status of the profile; progression within the current execution

Fac

Three-letter abbreviation for the facility/clinic.

Filter by Execution

Option to filter the research results by execution status.

Location

Facility in which the model documents were created

Model Document Name

Name of the model document

Modified By

User I.D. of the user who last modified the model document

Modified Date

Date range in which the model document was last modified

Sort

Criteria by which your research results are sorted and displayed